United Capital Financial Advisors’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,076
| Closed | -$253K | – | 1099 |
|
|
2024
Q1 | $253K | Sell |
5,076
-99
| -2% | -$4.94K | ﹤0.01% | 926 |
|
|
2023
Q4 | $200K | Buy |
+5,175
| New | +$200K | ﹤0.01% | 1002 |
|
|
2016
Q1 | – | Sell |
-17,115
| Closed | -$336K | – | 1269 |
|
|
2015
Q4 | $336K | Buy |
17,115
+8,575
| +100% | +$168K | ﹤0.01% | 984 |
|
|
2015
Q3 | $274K | Buy |
8,540
+4,040
| +90% | +$130K | ﹤0.01% | 1078 |
|
|
2015
Q2 | $208K | Buy |
4,500
+238
| +6% | +$11K | ﹤0.01% | 1178 |
|
|
2015
Q1 | $247K | Buy |
+4,262
| New | +$247K | ﹤0.01% | 1126 |
|
|
2014
Q4 | – | Sell |
-4,688
| Closed | -$366K | – | 1188 |
|
|
2014
Q3 | $366K | Buy |
+4,688
| New | +$366K | 0.01% | 881 |
|
|
2013
Q4 | – | Sell |
-3,105
| Closed | -$240K | – | 747 |
|
|
2013
Q3 | $240K | Buy |
+3,105
| New | +$240K | 0.01% | 596 |
|